Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.623 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49561.96 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43561.79 Kr¶
PnL: ---------------------------------------> -1313.79 Kr¶
DD now: ---------------------------------> -6.699 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 17:14:41.393421'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 7.700000 | 1539.080000 | 116.080000 | 8.160000 | 1423.000014 |
| Nederman Holding | 1 | -0.470000 | 210.000000 | 11.000000 | 5.530000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.130000 | 914.640000 | 2.640000 | 0.290000 | 912.000000 |
| BioGaia B | 8 | 2.730000 | 904.000000 | 0.000000 | 0.000000 | 904.000000 |
| Eastnine | 6 | -0.180000 | 655.200000 | -1.800000 | -0.270000 | 657.000000 |
| Atrium Ljungberg B | 5 | 0.780000 | 901.000000 | -3.000000 | -0.330000 | 904.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.200000 | 986.800000 | -6.200000 | -0.620000 | 993.000000 |
| JM | 7 | -0.450000 | 935.900000 | -14.100000 | -1.480000 | 950.000002 |
| AcadeMedia | 20 | -0.700000 | 963.200000 | -14.800000 | -1.510000 | 978.000000 |
| Biotage | 1 | -6.200000 | 133.200000 | -15.800000 | -10.600000 | 149.000000 |
| Vitrolife | 3 | 0.270000 | 658.800000 | -18.200000 | -2.690000 | 677.000001 |
| Bufab | 3 | -0.340000 | 1056.000000 | -20.000000 | -1.860000 | 1076.000001 |
| OX2 | 12 | -2.050000 | 888.000000 | -21.000000 | -2.310000 | 909.000000 |
| Alimak Group | 12 | 1.360000 | 985.200000 | -21.800000 | -2.160000 | 1007.000004 |
| Gränges | 10 | -0.100000 | 1017.000000 | -22.000000 | -2.120000 | 1039.000000 |
| INVISIO | 15 | -0.210000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Hexatronic Group | 15 | 0.090000 | 1045.500000 | -25.500000 | -2.380000 | 1071.000000 |
| Creaspac SPAC | 40 | -0.100000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Latour B | 4 | -2.170000 | 829.600000 | -26.400000 | -3.080000 | 856.000000 |
| Hoist Finance | 36 | 1.110000 | 982.800000 | -28.200000 | -2.790000 | 1010.999988 |
| Sandvik | 4 | 0.050000 | 818.800000 | -29.200000 | -3.440000 | 848.000000 |
| Investor B | 3 | -1.430000 | 628.500000 | -29.500000 | -4.480000 | 657.999999 |
| Addnode Group B | 7 | -1.420000 | 875.000000 | -30.000000 | -3.310000 | 904.999998 |
| Vitec Software Group B | 2 | -2.810000 | 1074.000000 | -30.000000 | -2.720000 | 1104.000000 |
| Sagax B | 4 | -1.590000 | 854.200000 | -30.800000 | -3.480000 | 885.000000 |
| Byggmax Group | 33 | -0.070000 | 935.220000 | -31.780000 | -3.290000 | 966.999990 |
| Sagax A | 4 | -2.750000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| SKF B | 5 | -0.900000 | 940.000000 | -40.000000 | -4.080000 | 980.000000 |
| Catena | 2 | 0.740000 | 762.000000 | -44.000000 | -5.460000 | 806.000000 |
| EQT | 4 | -2.590000 | 827.200000 | -45.800000 | -5.250000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 902.400000 | -48.600000 | -5.110000 | 951.000000 |
| Orrön Energy | 170 | -3.680000 | 1978.800000 | -67.200000 | -3.280000 | 2045.999980 |
| HEXPOL B | 8 | -5.900000 | 886.000000 | -71.000000 | -7.420000 | 957.000000 |
| Hexagon B | 26 | -1.540000 | 3331.900000 | -88.100000 | -2.580000 | 3420.000012 |
| VEF | 788 | -2.000000 | 1776.150000 | -126.850000 | -6.670000 | 1903.000300 |
| Sedana Medical | 93 | 0.800000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43561.790000 | -1313.790000 | -6.69873% | 44875.578016 |
Updated:¶
'2023-06-21 17:14:58.183972'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
